iShares Core S&P US Value ETF
IUSV
478 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 189 increasing their positions, 128 reducing their positions, and 41 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 128
2% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 41
1% less funds holding
Funds holding: 484 → 478 (-6)
2.18% less ownership
Funds ownership: 75.31% → 73.14% (-2.2%)
5% less capital invested
Capital invested by funds: $8.29B → $7.86B (-$434M)
8% less funds holding in top 10
Funds holding in top 10: 37 → 34 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$84.4M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$46.1M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
+$23.5M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$22M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$61.7M |
| 2 |
Morgan Stanley
New York
|
-$48.9M |
| 3 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$33.2M |
| 4 |
WAOI
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
-$10.1M |
| 5 |
S
SignatureFD
Atlanta,
Georgia
|
-$9.29M |
IUSV Hedge Fund Activity: Q3 2022 in Review
478 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q3 2022, worth a combined $7.86B — down 5.2% from $8.29B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of IUSV and 40 opened new positions — a net loss of 1 holder — while 128 trimmed existing stakes and 189 added.
The largest buyer was Bank of America, adding an estimated $84.4M. The largest seller was BlackRock, cutting an estimated $61.7M.
- 478 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q3 2022, down from 484 in Q2 2022.
- Funds reported $7.86B of iShares Core S&P US Value ETF stock for Q3 2022, down 5.2% quarter-over-quarter.
- 40 funds opened new iShares Core S&P US Value ETF positions in Q3 2022 and 41 closed out, a net change of -1 holder.
- The largest iShares Core S&P US Value ETF buyer in Q3 2022 was Bank of America, an estimated $84.4M added.
- The largest iShares Core S&P US Value ETF seller in Q3 2022 was BlackRock, an estimated $61.7M sold.
Based on aggregated 13F filings for Q3 2022.